{
  "report_rows": [
    {
      "kpi": "Fiscal Q4 2026 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$6.82B vs. cons $6.67B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Fiscal Q4 2026 non-GAAP EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.76 vs. cons $1.69",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Fiscal Q4 2026 non-GAAP gross margin",
      "prediction": "IN-LINE",
      "answer": "pred ~50.8% vs. cons 50.5%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Fiscal Q1 2027 revenue guidance",
      "prediction": "BETTER",
      "answer": "guide ~$7.20B vs. cons $7.09B (fiscal Q1 2027)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Fiscal Q1 2027 non-GAAP EPS guidance",
      "prediction": "BETTER",
      "answer": "guide ~$1.88 vs. cons $1.83 (fiscal Q1 2027)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Fiscal Q1 2027 non-GAAP gross-margin guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~50.5% vs. cons 50.5% (fiscal Q1 2027)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Calendar 2026 WFE outlook",
      "prediction": "UNCHANGED",
      "answer": "guide ~$152B vs. cons ~$153B (calendar 2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 3.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 4.6,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "The predicted September-quarter guide implies a revenue run rate of ~$7.20B versus ~$7.09B consensus and EPS of ~$1.88 versus ~$1.83, supporting upward fiscal 2027 revisions after the headline beat; an approximately $152B WFE outlook versus ~$153B expectations limits, but does not reverse, the positive estimate math.",
  "day5_confidence": "MEDIUM"
}